CAPTRUST Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $725K | Buy |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $931K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $61K | Sell |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $159K | Buy |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $76K | Sell |
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|
2020
Q3 | $99K | Buy |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $77K | Sell |
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|
2019
Q4 | $126K | Buy |
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